A very detailed job description of the Accountant position from your company, showing that your work is complex and specialized.

Accountant - Job Duties Sample

1. Bank statement reconciliation, receivables and payables tracking and analysis.

Perform bank reconciliations for on the monthly basis. Update ■ - clients' accounts receivables on weekly basis. Take charge of accounts payable, pay vendors on time, record and sort all the expenses into ap�ro riate cate ories. These are hi hi related to Intermediate Financial Accounting course

about 5% of time on these duties)

2. Research on complicated tax issue using compliance and planning.

to assist in tax

to resolve some difficult tax issues related to foreign tax issues such as reporting foreign financial assets and information returns, which consist ofFinCEN Form 114, Form 8938, Form 5471 and Form 54 72. She researches other tax issues such as domestic production deduction and applied to some manufacturing business clients' tax returns. The skills were learned from the Advanced Taxation course. 2% of time on these duties).

3. Accounting system design and implementation for clients.

Meet with new clients and design their accounting systems in Quickbooks and draft the accounting procedures. Further monitor the accounting system and regularly meet with client to verify if the procedures have been followed. Check Balance Sheet, Profit & Loss Statement, Cash Flow statement. Check if job segregations are properly maintained. Discuss otential time savin s accountin rocedure chan es that are needed.

4. Tax-Related Services, such as tax planning and preparation, income and estate fiduciary tax issues, IRS and state representation, estate planning, international tax.

For one of the clients, the Beneficiary was able to identify a problem created by a previous accountant and identify the domestic production deduction issues involved with the industry; amend the previously filed business return, and successfully help the client to receive a refund from the overpayment from the prior tax ear. Related courses taken were Federal Taxation and Advanced Federal Taxation. % of time on these duties)

5. Consultation, such as mergers, acquisitions, liquidations, reorganizations, personal

financial planning, formation of a new business, LLC and corporation filing, short

and long-range business plans.

6.

Meet with various new business owners to understand the different type of entities available for them to fonn. Present the advantages and disadvantages of the various entities and make the appropriate business entity recommendations. These are related to Federal Taxation and Business Law courses Ms. Yao took in her undergraduate and graduate study. (Beneficiary will spend about 5% of time on these duties).

setup.

ts, . . . . . ' . ' . . . . ' . .

essment, bookkeeping, payroll and accounting system

Assist in auditing financial statements according to General Accepted Accounting Principles. Ms. Yao obtains reasonable assurance by observing, testing, confirming, comparing the financial statement items based on her professional judgement. After gathering a- evidence through the process, Ms. Yao assists Lin Rawlinson to issue

7. Provide estimation of quarterly tax payments for clients.

Figure the clients' expected adjusted gross income, taxable income, taxes, deductions, and credits for the year. Make adjustments both for the changes in the clients own situations and for recent changes in the tax law related courses taken were Federal Taxation and Advanced Federal Taxation. 1/o of time on these duties)

8. Review financial statements for clients for improvements.

For certain clients with multiple locations such as compares the financial statements among different locations and different time periods, to locate the differences that could indicate operational weaknesses. Throu h anal sis of the ke erformance indicators and industry benchmarking,

to make the executive-level decision.